LAM

LOM Asset Management Portfolio holdings

AUM $296M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$11.4M
3 +$8.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.58%
2 Financials 11.92%
3 Consumer Discretionary 9.01%
4 Communication Services 6.51%
5 Healthcare 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DEO icon
151
Diageo
DEO
$54.7B
$171K 0.06%
+1,700
VNQ icon
152
Vanguard Real Estate ETF
VNQ
$34.5B
$169K 0.06%
+1,897
IEV icon
153
iShares Europe ETF
IEV
$2.23B
$145K 0.05%
+2,285
BBY icon
154
Best Buy
BBY
$17.3B
$134K 0.05%
+2,000
EIX icon
155
Edison International
EIX
$22.4B
$134K 0.05%
+2,595
DXJ icon
156
WisdomTree Japan Hedged Equity Fund
DXJ
$3.99B
$130K 0.04%
+1,140
VWO icon
157
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$119K 0.04%
+2,400
AMD icon
158
Advanced Micro Devices
AMD
$390B
$116K 0.04%
+820
VFH icon
159
Vanguard Financials ETF
VFH
$12.7B
$112K 0.04%
+882
XOP icon
160
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.78B
$111K 0.04%
+880
SONY icon
161
Sony
SONY
$174B
$104K 0.04%
+4,000
DFSV icon
162
Dimensional US Small Cap Value ETF
DFSV
$5.33B
$103K 0.03%
+3,500
IBB icon
163
iShares Biotechnology ETF
IBB
$6.26B
$99K 0.03%
+780
TD icon
164
Toronto Dominion Bank
TD
$137B
$92K 0.03%
+1,252
NSC icon
165
Norfolk Southern
NSC
$65.4B
$83K 0.03%
+325
DIA icon
166
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.1B
$82K 0.03%
+185
XT icon
167
iShares Future Exponential Technologies ETF
XT
$3.79B
$78K 0.03%
+1,200
IGV icon
168
iShares Expanded Tech-Software Sector ETF
IGV
$10.3B
$77K 0.03%
+700
FTNT icon
169
Fortinet
FTNT
$65B
$74K 0.03%
+700
NVO icon
170
Novo Nordisk
NVO
$244B
$74K 0.03%
+1,065
SCHE icon
171
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$73K 0.02%
+2,410
DEM icon
172
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.13B
$72K 0.02%
+1,585
AFRM icon
173
Affirm
AFRM
$24.3B
$69K 0.02%
+1,000
CRWD icon
174
CrowdStrike
CRWD
$127B
$69K 0.02%
+135
PSTG icon
175
Pure Storage
PSTG
$30.1B
$69K 0.02%
+1,200